Mercer Investments LLC

Registered investment advisor · Boston, Massachusetts · CRD #133449

Assets Under Management

$226B

Client Accounts

1,417

Employees

714

CRD Number

133449

Registration

SEC Registered

Custodian

Northern Trust Corporation, Fidelity Investments

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Mercer Investments LLC

Mercer Advisors is a national registered investment advisor and fiduciary wealth management firm based in Denver, Colorado. Founded in 1985, the company operates over 100 locations across the United States and employs more than 1,270 professionals. Mercer Advisors manages approximately $71 billion in client assets, serving around 30,000 families, including mass-affluent, high-net-worth, and ultra-high-net-worth clients, as well as institutional clients like companies and foundations. The firm o

Fee Structure

Percentage of assets under management Yes

Fixed fees Not reported

Hourly charges Yes

Performance-based fees Yes

Contacts, 13F holdings & brochure intel for Mercer Investments LLC

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Frequently Asked Questions

What is Mercer Investments LLC's AUM?

Mercer Investments LLC reports approximately $226B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Mercer Investments LLC headquartered?

Mercer Investments LLC is headquartered in Boston, Massachusetts.

What is Mercer Investments LLC's CRD number?

Mercer Investments LLC's CRD number is 133449. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.